Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSREX (MAINSTAY RETIREMENT 2040 FUND CLASS R1) | NA | -32.55% | -8.19% | -3.48% | NA | NA | NA | … | … |
Data as of 04/02/2020, Common starting date is 08/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSREX (MAINSTAY RETIREMENT 2040 FUND CLASS R1) | 08/25/2014 | 04/02/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.55 | -8.19 | -3.48 | NA | NA | NA | … | … | 0.00 | -32.57 | -8.40 | 20.14 | 6.00 | -0.90 | 0.85 |
| Sharpe Ratio | NA | -0.85 | -0.46 | -0.27 | NA | NA | NA | … | … | 0.00 | -0.82 | -0.46 | 3.32 | 0.47 | -0.07 | 0.21 |
| Standard Deviation(%) | NA | 39.63 | 27.07 | 22.32 | NA | NA | NA | … | … | NA | 41.54 | 21.11 | 5.90 | 12.34 | 12.64 | 11.35 |
| Draw Down(%) | NA | 34.04 | 48.09 | 48.09 | NA | NA | NA | … | … | 0.00 | 34.04 | 23.02 | 2.06 | 12.01 | 12.23 | 7.69 |
| Yield(%) | 0.00 | 0.00 | 5.36 | 4.64 | 2.70 | 1.80 | 1.35 | … | … | 0.00 | 0.00 | 9.61 | 5.98 | 3.19 | 4.26 | 3.83 |
Data as of 04/02/2020, Common starting date is 08/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSREX (MAINSTAY RETIREMENT 2040 FUND CLASS R1) |
-8.24%
Mar 2017 – Mar 2020 |
-3.56%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSREX (MAINSTAY RETIREMENT 2040 FUND CLASS R1) |
11.52%
Sep 2015 – Sep 2018 |
-2.42%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart